Changelog
Follow up on the latest improvements andΒ updates.
RSS
new
05/22/2026
π± Mobile App & On-the-Go Tools
- Import contacts from your phone- Select contacts directly from your device, search and choose who to import, and watch live progress as the import runs.
- Import history on mobile- Review past contact imports, see success and failure counts, and reopen in-progress import details from the app.
- Better tablet navigation- The mobile app now uses a more natural tab and sidebar layout on iPad and larger Apple devices while keeping the iPhone experience unchanged.
___
πΌ Leads, Contacts & Onboarding
- Drag-and-drop lead boards- Work leads by status in a board view with searchable columns, filters, load more controls, and bulk actions.
- Clearer lead cards- Lead cards now show quality indicators and source details so your team can scan and prioritize faster.
- Contact source filters- Filter, count, and export contacts by referral source to better understand where contacts are coming from.
- Contact counts- Stage filters now show counts so you can see how contacts are distributed at a glance.
- Guided onboarding tasks- New setup tasks guide outfitters through key steps, refresh automatically as work is completed, and only show tasks relevant to the outfitter's subscription.
- Create listing wizard- A new multi-step listing flow helps build listings with details, descriptions, lodging, add-ons, pricing, and availability in one guided path.
___
π€ Assistant & Knowledge Base
- Contextual page help- The dashboard help button now opens the assistant with a page-specific prompt, making it easier to get help where you are.
- Assistant email template editing- The assistant can now help update email template subject lines, content, and styling directly in the template editor.
- Expanded template guidance- Knowledge base guidance for email and SMS template variables is clearer and available across more quote-sending pages.
- Public Knowledge Base pages- Mallard Bay knowledge articles can now appear as browsable website pages with product groupings, related articles, and search-friendly page details.
___
π Website, Forms & Booking Widgets
- Smoother booking widget checkout- Embedded checkout pages now stay in sync when URL-backed booking options change, preventing stuck checkout states.
- Richer form search results- Dashboard search results for forms now show useful context like e-signature requirements, external form status, and key field names.
- Form submission deep links- Opening a form with a submission link now takes users straight to the submissions area on mobile-sized layouts.
- More reliable form submission CTAs- Outfitter notifications now link more directly to the relevant dashboard form submission.
___
βοΈ Fixes & Polish
- Cleaner table toolbars- Table filters and search controls are now easier to scan in a single-row layout.
- Better tab defaults- Pages can now open to the most relevant tab by default for smoother navigation.
- More flexible wizards- Wizard flows can now include skip actions where a step is optional.
- Card selection fixes- Selection checkboxes on cards no longer trigger the card's main click action.
- Cleaner empty states- Empty messages can now be shown without an icon when a simpler layout fits better.
new
05/19/2026
π± Mobile App & On-the-Go Tools
- Booking details redesignedβ cleaner mobile booking screens with improved layout and easier access to key trip details.
- Booking editing improvedβ smoother editing for bookings, booking lists, check-in/check-out times, and booking notes.
- Booking forms on mobileβ view and manage booking-related forms from the app.
- Resend booking emailsβ resend booking emails directly from mobile.
- Notes upgradedβ booking and client notes are easier to find, organized into tabs, and more reliable to submit.
- Rich text editingβ richer mobile editing experience with better link handling and saved formatting.
- Calendar and selector polishβ improved calendar/select interactions, including better keyboard and spacing behavior.
- AI assistant knowledge baseβ the mobile assistant can now answer more general product questions using the knowledge base.
- Outfitter switching polishβ fixes around switching outfitters and mobile sheet behavior.
___
πΌ Contacts, Bookings & Messaging
- Contacts terminologyβ dashboard naming moved further from βclientsβ toward βcontacts.β
- Contacts table improvementsβ cleaner contact columns and moved/organized contact views.
- Bulk import historyβ dashboard support for viewing import history and tracking bulk contact imports.
- Contact bulk imports backendβ server support for bulk contact import workflows.
- Hourly bookingsβ dashboard support for hourly booking calendars, hourly booking creation, and updated hourly calendar behavior.
- Package controlsβ packages can be toggled active/inactive from dashboard.
- Add-on improvementsβ better dashboard handling and display for booking add-ons.
- Booking cards improvedβ cleaner booking card layouts and booking table/card polish.
- Booking time fixesβ timezone and check-in/check-out fixes for hourly booking flows.
- Booking widget/listing selectionβ widget flow can auto-select a single listing when appropriate.
___
π Website, Forms & Growth
- Thin booking widgetβ new lighter booking widget experience for embedded booking flows.
- Widget themingβ embedded booking widgets can now be customized with theme settings.
- Form success redirectsβ forms can redirect to custom success pages after submission.
- Request quote improvementsβ quote flows and quote form behavior were cleaned up and stabilized.
- Hourly pricing supportβ website booking flows now support hourly pricing packages.
- Sportsmen navigation polishβ fixes around Sportsmen page settings and homepage/Sportsmen routing.
- Homepage spacing cleanupβ cleaner horizontal spacing in home page collection sections.
___
βοΈ Speed, Fixes & Polish
- Smarter knowledge baseβ Improvements to how internal documentation is created and published, making it easier to find and share information.
- Cleaner layoutsβ Page headers, navigation, and action buttons now look and behave more consistently across the app.
- Smoother interfaceβ Polished calendars, tables, tabs, and menus for a tidier, more responsive experience.
- Better formsβ Quoting, scheduling, and profile forms are easier to fill out and work more reliably.
- Simplified availabilityβ Cleaned up how availability is tracked behind the scenes for a more consistent experience.
- Streamlined onboardingβ New users can get started more quickly with a smoother setup flow.
- General improvementsβ Bug fixes and stability improvements across mobile, web, and dashboard.
new
04/23/2026
π± Mobile App & On-the-Go Tools
- Groupsβ create and manage group bookings from the app, including adding or removing events.
- Clientsβ updated naming and easier client creation/editing from mobile.
- Listingsβ create, delete, duplicate, and improve listings with AI writing help.
- Photo uploadsβ faster, smoother uploads even on weak connections.
- iPhone widgetβ quick weekly summary with bookings and unread activity.
- Availability calendarβ simpler way to manage open dates and bookings.
___
πΌ Clients, Leads & Messaging
- Clients everywhereβ create and edit clients on both mobile and dashboard.
- Client listsβ organize clients into lists and send scheduled email or text campaigns.
- System Client Listsβ Use ready-made client lists out of the box.
- Messaging upgradesβ easier message sending, saved templates, previews, and logs.
- Leads + forms connectedβ see form names and submissions directly with leads.
- Client editingβ update email and phone numbers directly.
- Custom emails improvedβ richer editing tools with accurate previews.
___
π Website, Forms & Growth
- Request a quote everywhereβ quote forms added across pages and booking tools.
- Better homepage searchβ easier search with grouped suggestions.
- For Sportsmen pageβ new dedicated landing page.
- Website builder upgradesβ better SEO tools, team sections, blog pages, improved listing pages, and custom scripts.
- Forms improvedβ cleaner layouts, duplicate forms, checkboxes, and easier submissions tracking.
- Text message updatesβ clearer and more personalized consent wording.
- Cleaner pagesβ removed clutter from listing and outfitter pages.
___
βοΈ Speed, Fixes & Polish
- Faster performanceβ quicker leads, clients, and forms pages.
- Listings polishβ smoother duplication and simpler onboarding steps.
- Reviewsβ download customer review images.
- Species filterβ added clear button.
- Template helpβ clearer explanations for message templates.
- General cleanupβ many small fixes and usability improvements.
new
03/10/2026
π Auction Trip Management
- Introduced new tools to support auction-based trips
- Created a brand new portal to manage auction listings
- Submit bids for auction trips
- Select auction winners
- Create bookings directly from auction results
- More ways to sell trips with less manual coordination
___
π± Expanded Mobile Capabilities
- Added partial native Forms and Form Submissions
- Added access to the Integrations Catalogdirectly inside the app
- Continued expanding dashboard functionality within the mobile app
___
π€ Account Settings & Notification Preferences
- Both the mobile app and web dashboardnow allow you to manage account settings
- Update your profile information
- Customize how you want to be notified across the platform
- Consistent settings experience across devices
___
βοΈ Expanded Automations
- Added additional default automations
- Automations now include an activity feedshowing what messages were sent and when they were triggered
- Improved visibility into automated communication
___
π General Improvements
- Easier access to sportsmen feedback
- Improved Quick Pay layout
- Improvements to the booking details page
- Listings can now include a gear list
- Gear lists can now be used in communication templates
- Added Activityas a new trip type
- Performance and reliability improvements across the platform
- Unread indicators for leads, bookings, quotes, quote requests, and notes for mobile
- Improved listing and outfitter layout for dashboard
new
2/26/2026
π³ Payments & Checkout Improvements
- Guests can now choose from available payment plans during Group Pay checkout, giving more flexibility on how they pay.
- Inline payment form is now available for Group Pay invite acceptance, reducing friction and helping users complete payment in one flow.
- Group Pay invite acceptance now supports inline payment setup, reducing friction and helping users complete payment in one flow.
- Additional booking payments now support payment link/QR workflows, including optional email delivery.
- Fixed a race condition where payment request pages could show confusing βnot found/authβ behavior.
βΈ»
π Leads & Sales Visibility
- Lead cards now show clear quality icons (Cold, Warm, Hot) beside lead names.
- The Lead Quality dropdown now includes matching icons for faster scanning.
- Lead quality is easier to scan with improved visual indicators.
- Deep links to /send-quote now correctly open the Quotes flow in mobile.
βΈ»
π¬ Client Communication & Messaging
- Client Lists now support bulk email (in addition to SMS).
- SMS integration is now visible/available to all users.
- New automated payment templates are available: Quick Pay Receipt, Refund Initiated, and Failed Payment.
- New reminder templates: Prospective Client Reminder and Pre-Trip Sportsman Reminder.
βΈ»
π Client Management
- You can now import clients via CSV (with sample file support).
βΈ»
π Insights & Activity Tracking
New Digest page gives a weekly view of key activity and upcoming bookings.
new
02/10/26
βοΈ Automation Center
Outfitters now have full visibility and control over their automations.
With the new Automation Center, you can see exactly which notifications are sent, when they trigger, and how guests are contacted. Turn workflows on or off, choose delivery channels, and manage everything from one placeβno guesswork, no surprises.
βΈ»
𧩠Configurable System Templates
Every automation is powered by a system templateβthe messages sent for key events like booking approvals, cancellations, invites, and receipts.
You can now view, edit, and customize these templates. Update wording, adjust tone, and control how messages appear across email and SMS, while we handle the timing and delivery.
Templates are system-managed for reliability, but flexible enough to keep your communication clear, accurate, and on-brand.
More flexibility now. Deeper customization coming next.
βΈ»
π± Self-Onboarding Comes to Mobile
You can now complete the full self-onboarding flow directly from the mobile appβno desktop required.
Set up your account, complete required steps, and get ready to take bookings straight from your phone. This reduces friction, speeds things up, and lets you get operational wherever you are.
Same flow. Same requirements. Just mobile.
βΈ»
π§ Booking Creation, Streamlined
Weβve simplified and improved the booking creation flow in the web dashboard.
Creating a booking now takes fewer steps, with clearer inputs and less back-and-forth. The goal is simple: get bookings created faster, with fewer mistakes and less manual effort.
βΈ»
π Simplified Checkout
Checkout is now faster and easier across the Mallard Bay marketplace and booking widget.
Weβve reduced unnecessary steps and friction so your clients can book with fewer barriers and less hassle. That means smoother conversions, fewer drop-offs, and more completed bookings.
Better experience for guests. Better results for outfitters.
βΈ»
π Bring Your Own Domain
Outfitters can now send emails from their own domain instead of a generic Mallard Bay address.
You can also control where replies go, making it easier to manage conversations and keep communication professional and on-brand.
Better deliverability, clearer trust for guests, and fewer missed repliesβall without changing how automations work.
new
01/15/26
π Smarter, More Transparent AI β Youβre in Control Now
Our AI just leveled up in a way you can actually see and feel.
- Watch the AI think in real time β including tool usage, not a black box
- Streaming responses mean faster feedback and less waiting
- Smoother, more natural interactions across the board
Why this matters:
You get faster answers, better trust, and more confidence in what the AI is doing on your behalf.
βΈ»
π± Mobile Is No Longer a Compromise
We closed major gaps so you can actually run your business from your phone.
You can now:
- Manage your weekly calendar
- Create refunds on the go
- Assign resources to bookings
- Check team member availability
- View reviews
- Edit and delete notes
Why this matters:
Less βIβll do it later on desktop.β More real-time decisions, wherever you are.
βΈ»
π³ Payments, Billing, and Admin β Way More Resilient
We focused on the stuff that quietly causes the most headaches.
- Better handling of failed trip insurance payments
- Retry support for trip insurance payment errors
- Consistent payment request statuses once paid (finally)
- Set your website favicon and custom domain directly from the dashboard
- Improved billing owner setup during onboarding
- Tons of small but meaningful dashboard polish
- Clicking the support email now pre-fills context so we can help faster
Why this matters:
Fewer edge-case failures, less confusion, and fewer support back-and-forths.
βΈ»
π A Whole New Pro Website Experience
We didnβt just add pages β we built a system designed to convert and rank.
New content includes:
- Verticals pages
- Use case pages
- Feature and service pages
- Success stories & testimonials
- FAQs
- βTrusted byβ outfitters section
All wrapped in:
- A slicker design with smooth animations
- Significant SEO and AEO improvements for discoverability
π Explore it here: https://mallardbay.com/pro
Why this matters:
Clearer messaging, better trust signals, and stronger inbound growth.
βΈ»
β³ Coming Very Soon (Pending Final Verification)
- SMS support for marketing
- SMS for incoming Vapi conversations
Why this matters:
More immediate, higher-response communication with customers β without extra tools.
βΈ»
new
12/26/25
π
New weekly calendar view
See
all bookings across listings, lodges, guides, and resourcesβone full week at a time
. No more hopping day by day to understand whatβs actually happening.Coming soon to mobile
---
𧩠Smarter resource management
Bookings change. Now your assignments can keep up.
Assign resources after booking creation
You can now add or update
resources, team members, and lodging
even after a booking is createdβno workarounds required.
Individual availability calendars for guides & staff
Each guide (and any team member) now has their
own availability calendar
, making scheduling clearer and conflicts easier to avoid.
---
π€ AI widget for your website
Meet your
new on-site AI assistant
. It can:- Chat with customers in real time
- Answer common questions
- Send quotes
- Create quote requests automatically
Every conversation turns into a
lead with a clear summary
, so nothing slips through the cracks.---
π οΈ Big fixes
- Fixed an issue where SMS consent controls took up too much space on mobileduring checkout
Mobile
- @mentions comes to mobile notes
- You can now upload images and videos to notes
Dashboard
- Search for send quotes and quote requests
- Edit and delete notes
- Create a booking and request payment without needing credit card details
- Log offline payments directly from the booking creation flow
- Custom client properties
- Client lists
- Improved notes are now available for bookings, and payments
- Access the client profile directly from the booking
- Resend a confirmation email/receipt
π¬ @Mentions in Notes
You can now tag teammates β and even @MallardBay β directly in client notes, leads, and website feedback. Mentions instantly notify the right people so nothing slips through the cracks.
(Coming soon to bookings, payments, and calendar!)
π Upload Files to Notes
Add more context in one place! You can now attach images and files directly to notes.
π Website Feedback Mode
Drop feedback anywhere on your website β highlight an issue, suggest a change, or tag a teammate. You can even loop in @MallardBay for design tweaks or support requests.
π Global Search
One search bar to rule them all. Instantly find bookings, listings, outfitters, clients, leads, and even knowledge base articles β all from the dashboard or the mobile app.
π° Log Deposits in Bookings
Taking a deposit? Now you can log it directly when creating a booking β no extra steps needed.
π
Custom Payment Dates
Flexibility, unlocked. You can now set custom due dates for payments when creating bookings.
π Fixes & Improvements
β’ Fixed: Guides can now view the home page without issues.
β’ Added: Support for 3D Secure verification on payments for better security.
Load More
β